| Filing Date | Insider | Type | 10b5-1 | Net Shares | Ownership change | Avg. Price | Value | Filing |
|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | MORRIS W HOWARD Director | Purchase | +4,050 | +168.26%6,457 | $129.47 | $524,363 | View SEC filing | |
| 2026-02-11 | Fleming Susan S. Director | Sale | -3,322 | -24.29%10,355 | $142.31 | $472,761 | View SEC filing | |
| 2025-12-12 | Fleming Susan S. Director | Sale | -2,959 | -17.79%13,677 | $168.29 | $497,981 | View SEC filing | |
| 2024-05-21 | Mandinach Barry M. EVP, Head of Distribution | Sale | -7,963 | -39.07%12,418 | $234.00 | $1,863,342 | View SEC filing | |
| 2024-03-07 | ZARRILLI STEPHEN T Director | Sale | -2,150 | -37.73%3,549 | $248.40 | $534,055 | View SEC filing | |
| 2024-02-05 | Angerthal Michael A EVP, CFO & Treasurer | Sale | -8,049 | -10.33%69,897 | $232.51 | $1,871,471 | View SEC filing | |
| 2022-05-31 | MORRIS W HOWARD Director | Sale | -151 | -16.99%738 | $192.09 | $29,006 | View SEC filing | |
| 2022-03-18 | MORRIS W HOWARD Director | Purchase | +435 | +100.00%435 | $231.00 | $100,484 | View SEC filing | |
| 2021-12-17 | PENA MARDELLE W EVP, Chief HR Officer | Sale | -1,600 | -11.55%12,248 | $289.12 | $462,591 | View SEC filing | |
| 2021-12-16 | Mandinach Barry M. EVP, Head of Distribution | Sale | -5,210 | -29.28%12,584 | $286.25 | $1,491,386 | View SEC filing | |
| 2021-11-15 | BRADLEY WILLIAM PATRICK III EVP, Fund Services | Sale | -300 | -3.14%9,241.59 | $335.00 | $100,500 | View SEC filing | |
| 2021-11-08 | BRADLEY WILLIAM PATRICK III EVP, Fund Services | Sale | -300 | -3.05%9,541.59 | $333.75 | $100,125 | View SEC filing | |
| 2021-11-04 | BRADLEY WILLIAM PATRICK III EVP, Fund Services | Sale | -1,059 | -9.72%9,841.59 | $327.85 | $347,193 | View SEC filing | |
| 2021-08-16 | BRADLEY WILLIAM PATRICK III EVP, Fund Services | Sale | -175 | -1.58%10,900.59 | $315.00 | $55,125 | View SEC filing | |
| 2021-08-05 | ZARRILLI STEPHEN T Director | Sale | -1,808 | -28.61%4,512 | $280.55 | $507,240 | View SEC filing | |
| 2021-05-19 | BRADLEY WILLIAM PATRICK III EVP, Fund Services | Sale | -1,000 | -8.28%11,075.59 | $279.00 | $279,000 | View SEC filing | |
| 2021-05-18 | BRADLEY WILLIAM PATRICK III EVP, Fund Services | Sale | -3,000 | -21.31%11,075.59 | $278.33 | $835,000 | View SEC filing | |
| 2021-05-10 | BRADLEY WILLIAM PATRICK III EVP, Fund Services | Sale | -1,000 | -6.63%14,075.59 | $278.25 | $278,250 | View SEC filing | |
| 2020-08-14 | WALTMAN FRANCIS G EVP, Product Management | Sale | -20,000 | -53.00%17,736.451 | $143.08 | $2,861,593 | View SEC filing | |
| 2019-12-26 | TREANOR MARK C Director | Sale | -1 | -0.00%28,413 | $123.73 | $124 | View SEC filing | |
| 2016-10-31 | BANK OF MONTREAL /CAN/ 10% Owner | Sale | -1,727,746 | -99.99%150 | $93.50 | $161,544,251 | View SEC filing | |
| 2015-12-02 | BRADLEY WILLIAM PATRICK III SVP, Fund Services | Sale | -210 | -2.69%7,587.59 | $140.00 | $29,400 | View SEC filing | |
| 2014-09-05 | Angerthal Michael A EVP, Chief Financial Officer | Purchase | +135 | +0.39%34,614 | $179.77 | $24,269 | View SEC filing | |
| 2013-12-17 | WALTMAN FRANCIS G EVP, Product Management | Sale | -3,000 | -10.47%25,665.451 | $203.73 | $611,184 | View SEC filing | |
| 2013-12-16 | BRADLEY WILLIAM PATRICK III SVP, Fund Services | Sale | -550 | -6.12%8,442.59 | $204.49 | $112,470 | View SEC filing |
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